Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,616 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,269
shares
|
$2.41 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$2.41 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,257
shares
|
$2.4 Million
1.37% of portfolio
|
Q3 2023
Reduced 54.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$2.4 Million
0.78% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$2.4 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,245
shares
|
$2.4 Million
0.52% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,238
shares
|
$2.39 Million
0.5% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,232
shares
|
$2.39 Million
0.62% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
4,228
shares
|
$2.39 Million
1.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
4,215
shares
|
$2.38 Million
0.83% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,210
shares
|
$2.38 Million
0.6% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,196
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,194
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,189
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
4,135
shares
|
$2.34 Million
0.58% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,134
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,133
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
4,130
shares
|
$2.33 Million
2.81% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,129
shares
|
$2.33 Million
1.54% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
4,109
shares
|
$2.32 Million
2.89% of portfolio
|
Q4 2024
Reduced 71.52%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,108
shares
|
$2.32 Million
0.27% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
4,100
shares
|
$2.32 Million
1.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,092
shares
|
$2.31 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.1%
|